Keystone Wealth Management

CONNECT

Address:

999 Home Plaza, Suite 100-G
Waterloo, IA 50701

Phone:

(319)883-3096

Fax/Other:

(888)369-7483

Electronic Statements/Online Account Access Signup

In order to receive your Pershing statements, trade confirmations, notifications, etc. electronically, please follow the instructions in the video below:

 

 

In addition, you can track the progress of your investments accounts through Albridge Wealth Reporting.  This robust system is updated daily and allows you to monitor your holdings, performance, asset allocation, transactions and a number of other data points for your account.  This is the same system I use to monitor client accounts and have found it to be extremely helpful.  In order to register for this, please call or email me requesting online access.  I will then go into my Albridge adminitrative system and have an invitation emailed to you.  Instructions for how to signup for online access will be contained in that email.  Thank you.